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FUFRX vs SOCUX
FUFRX vs SOCUX Comparison
Open Charts FUFRX vs SOCUX
Spirit of America Utilities C
Price$21.38
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets40.11M
FUFRX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 7.01B vs. SOCUX (40.1M). SOCUX pays higher dividends than FUFRX: SOCUX (7.57) vs FUFRX (2.43). FUFRX was incepted earlier than SOCUX: FUFRX (12 years) vs SOCUX (2 years). SOCUX (2.66) is less costly to investors than FUFRX (0.52). SOCUX has a lower initial minimum investment than FUFRX: SOCUX (500) vs FUFRX (1000000). SOCUX annual gain was more profitable for investors over the last year : 22.17 vs. FUFRX (16.46).
| FUFRX | SOCUX | FUFRX / SOCUX | |
| Total Expense Ratio | 0.50 | 2.29 | 22% |
| Annual Report Gross Expense Ratio | 0.52 | 2.66 | 20% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 11.477 | 12.061 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 40.1M | 17,489% |
| Annual Yield % from dividends | 2.43 | 7.57 | 32% |
| Returns for 1 year | 16.46 | 22.17 | 74% |
| Returns for 3 years | 21.41 | N/A | - |
| Returns for 5 years | 34.41 | N/A | - |
| Returns for 10 years | 73.85 | N/A | - |
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